Helping People

Whenever the markets turn as volatile as they did late in 2008 and early in 2009, even the most patient investors may come to question the wisdom of the investment plan they’ve been following.

I’ve seen a lot of difficult markets come and go. And I can certainly empathize with people whenever they find the markets troublesome and disturbing. I’d like to help if I can. To that end, this is what I offer:

A cup of coffee and a second opinion.

By appointment, you’re welcome to sit down with me for a while. I’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then I’ll review the portfolio for and with you.

If I think your investments continue to be well-suited to your long-term goals – in spite of whatever the markets are doing at the time – I’ll gladly tell you so. If, on the other hand, I think some of your investments no longer fit in with your goals, I’ll explain why – in plain English. And, if you like, I’ll recommend some alternatives.

Either way, the coffee’s on me.